Colin Williams has a diverse work experience. Colin started their professional career in 2015 as a Stock Boy at Pellegrini's Prime Meats, Fish & Catering and worked there until 2017. From 2017 to 2020, they were a Teacher Assistant at The Well Seasoned Chef. In 2020, they gained valuable internships at Wolfoods, Inc. as an Accounting and Bookkeeping Intern, and at Equitable Advisors as an Intern. Currently, Colin is working at Loomis, Sayles & Company as an Investment Operations Analyst and has recently taken on the role of Portfolio Administrator.
Colin Williams has a solid education background in the field of finance. Colin obtained a Master of Science (MS) degree in Finance, General from Fairfield University in the years 2021 to 2022. Prior to that, they completed their Bachelor of Science (BS) degree in Finance, General from the same institution between 2017 and 2021. Colin's high school education was obtained at Archbishop Molloy High School, where they earned their High School Diploma from 2013 to 2017.
In addition to their academic achievements, Colin has also obtained certifications to enhance their professional skills. Colin completed the QuickBooks Online Essential Training program offered by LinkedIn in May 2020. Colin also completed the Bloomberg Market Concepts program, although the specific details regarding the month and year of completion are not provided.
November, 2021 - present
June, 2021
Portfolio Administrator - Private Clients & Investment Funds at Leith Wheeler Investment Counsel Ltd.
Senior Portfolio Administrator at Hardman Johnston Global Advisors LLC
Portfolio Administrator at Hardman Johnston Global Advisors LLC
Portfolio Administrator at Hardman Johnston Global Advisors LLC
Investment Advisory Portfolio Administrator at Bartlett Wealth Management
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